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Bailard is an independent, values-driven wealth and investment management firm in the San Francisco Bay Area.
EquityZen connects shareholders of private companies with investors seeking alternative investments. We`re hiring! Private company shareholders have a brand new way to diversify and monetize their holdings. EquityZen`s proprietary solution provides access to cash without any effect on the company`s shareholder count or capitalization table. Meanwhile, accredited investors (AIs) gain access to returns previously limited to larger asset managers: upside in growth firms. EquityZen`s platform establishes a secure marketplace, allowing AIs to browse investment opportunities in emerging companies and industries.
Hamlin Capital Management is a New York, NY-based company in the Financial Services sector.
Stonybrook Capital is a specialist strategic advisory and investment banking firm focused exclusively on the insurance industry. Our independent advice is based on deep industry knowledge and expertise — from long-term industry trends to cutting-edge strategy, products and capital structures. Stonybrook clients include insurers, reinsurers, agents, brokers, managing general underwriters and asset managers, private equity firms, hedge funds and alternative asset managers. We have insights based on long experience, unmatched industry contacts and a track record of successful outcomes for our clients. We offer perspectives that go far beyond what you can find in publicly available data. Stonybrook Capital is an official member of the National Association of Mutual Insurance Companies ("NAMIC") and is the first, and only, investment bank to do so. Mr. Grassi joins Stonybrook Capital from private practice, where he advises companies in the InsurTech space at various stages of development, structures cross border transactions and serves in private corporate boards. He began his professional career in Switzerland and later as a White & Case fellow in New York. He then joined American International Group, Inc., where, during his 25 year tenure in the insurance and financial services industry, he served in M&A roles and led legal, compliance, regulatory and corporate affairs teams across 5 continents. Mr. Grassi earned a J.D. from the University of Bern School of Law in Switzerland, where he graduated “cum laude”, and received his Master of Laws Degree from Fordham University School of Law in New York. In addition to his professional accomplishments, Grassi is an avid pilot and holds FAA commercial certificates for airplanes and gyroplanes.
Land Baron Invetments is a Las Vegas, NV-based company in the Financial Services sector.